Becker Capital
Becker Capital
Treasury-backed defense.
Selective equity offense.
You worked hard to build your wealth. Our job is to make sure you keep it, while still allowing it to grow. We don't use confusing products or hidden tricks.
We use ultra-safe U.S. government bonds to protect your core money. Then, we carefully pick strong companies to invest in to help your money grow. It is a clear, focused plan built for peace of mind.
We lock in safety using Treasury bonds so you don't lose sleep when the market gets rough.
We only buy parts of great businesses when the price makes sense, ignoring the daily noise.
Clear, transparent pricing aligned with your success.
| Client Type | Initial Portfolio Construction | Annual Management Fee | Performance Allocation* |
|---|---|---|---|
| Private Client Advisory | $3,000 | 1.25% of AUM | — |
| Qualified Investor Advisory | $3,000 | 0.25% of AUM | 18% incentive allocation above an 8% annual hurdle |
* Available only to eligible qualified clients. Incentive compensation applies only to net gains exceeding the contractual hurdle rate and is subject to detailed fee calculation, valuation, and conflict disclosures in client agreements and Becker Capital’s Form ADV.